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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,056 | $209,336-44.6% | $197,124-41.1% | $137,256-15.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.36% | 48.09%-43.7pp | 44.34%-40.0pp | 220.34%-216.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,714 | $9,614-61.4% | $9,135-59.3% | $6,407-42.0% |
| Admin fee / account holder | $2,255 | $17,308-87.0% | $16,298-86.2% | $12,270-81.6% |